Landstar System's falling ROCE and sales, along with rising capital employment, raise concerns. Despite this, the stock has seen an 88% return over the past five years, suggesting investor optimism. Yet, current fundamentals lack confidence.
Recent insider sales below current price may indicate shares are fully valued. Lack of insider purchases and history of sales over the last year warrant caution, but insider ownership suggests alignment with shareholders.
The market's opinion of the business has improved over the past five years due to its growth track record. Dividends paid by the company have enhanced total shareholder return, suggesting the company may be attracting new investors.
Investor concerns are raised by Landstar System's high P/E ratio and slower projected earnings growth. Despite low analyst expectations, a high level of bullish sentiment among investors supports the elevated P/E ratio, which might not seem reasonable without significant improvements.
The trends seen in Landstar System's ROCE and capital reinvestment show promising signs for its future, indicating potential multi-bagger status. However, further research into the company is recommended to support these positive indicators.
Landstar's board members see Lonegro's vast financial, operational, and technological experience as an excellent match for the company. Acknowledged Gattoni's crucial role in pushing Landstar as a tech-industry leader.
Analysis indicates LSTR's positive outlook is already factored into market price, making its trading price exceed its fair value. Investors may want to await a price drop before buying; current shareholders should reassess their position.
The sale of shares by insiders, especially at around the current price, causes some caution. The level of insider ownership is good but not significantly high, suggesting a reasonable degree of alignment with common shareholders.
Landstar System shows promising growth, thanks to its high earnings rate and low payout ratio, indicating serious reinvestment into the business. This makes it an interesting choice for investors looking for dividend-paying stocks.
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2023上半年,营收萎缩28.8%,营业利润萎缩40.6%,净利润萎缩39%。
从季报看营收、营业利润和净利润已经连续萎缩3个季度。
目前市盈率15.9,市盈率TTM提高到19.8,如果全年净利萎缩4成,市盈率将提高到26.5,如果按5年平均净利3亿计算,市盈率为22.4,估值没什么折扣。
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